Bookkeepers Conference Sessions

Friday, March 11, 2022

8:00am - 8:30am | Registration & Refreshments

8:30am - 10:00am | Welcome & Roundtable Networking Activity

10:10am - 11:10am | Breakout Sessions

Payroll Track: What is New? - TRS Part 1

Dive into the new laws that affect the work you do in your district, what is going on with TRS pensions and the new supplemental savings plan.

Richard Frankenfeld Dir./Outreach, Teachers Retirement System (TRS)

Non-Payroll Track: Managing Your p-Card Program

Is your district part of the Illinois ASBO p-Card Program? Join this interactive session to review best practices and the online management tool, Spend Dynamics. Please bring your questions and get ready for answers!

Holly Wallace Sr. Programs Coordinator, Illinois ASBO

Non-Payroll Track: Records Retention

Learn about records retention including what documents to retain, how long to retain them and how to request disposal approval from the Records Management Services of the Illinois State Archives. Download the presentation HERE

Steve Colaizzi Record Analyst II, Secretary of State, IL State Archives
Marikay Hegarty Field Representative, Secretary of State, IL State Archives

11:25am - 12:25pm | Breakout Sessions

Payroll Track: Tips & Tricks for Gemini Reporting - TRS Part 2 Learn the ins and outs of TRS Gemini reporting and hear about what is coming on the horizon. Download the presentation HERE

Grant Brauer Employer Services Manager, Teachers Retirement System (TRS)

Non-Payroll Track: Ask the Auditors

It seems like audits constantly change due to evolving regulations and the changing environment. Come and ask seasoned auditors your questions about why audits work the way they do. Download the presentation HERE

Betsy Allen Audit Principal, Miller, Cooper & Co., Ltd.
Matt Geerdes Senior Manager, Crowe LLP

Non-Payroll Track: How to Deal with Change at Work

Whether you have a new boss, new responsibilities, a new software package or a new district, come learn some practical strategies to effectively deal with the only constant in our lives - CHANGE. Download the presentation HERE

Ryan Domeracki Dir./Business Services, DuPage HSD 88
Kristin Smetana Assistant Superintendent, Riverside-Brookfield Twp. SD 208

12:25pm - 1:20pm | Lunch 

1:20pm - 2:20pm | Breakout Sessions

Payroll Track: Navigating Payroll Laws

Walk through the laws governing payroll, focusing on FLSA and overtime. Learn about additional IRS regulations and stay for questions and answers at the conclusion of the session. Download the presentation HERE

Mary Kalou Assistant Superintendent, Maine Twp. HSD 207

Non-Payroll Track: Managing the Financial Grant Process

Keeping track of various grants can be a daunting task. Learn best practices for coordinating expenditure tracking and reporting to maximize benefits for your district. Download the presentation HERE

Steve Wilt District Treasurer, CSBO, Wood Dale SD 7

Non-Payroll Track: Bonds 101 Learn the basics of issuing bonds and various district responsibilities after they have been sold. Discuss the different types of bonds, post-issuance compliance and continuing disclosure requirements. Download the presentation HERE

Andy Arndt
Vice President, Baird Public Finance
Elizabeth Hennessy Managing Director, Raymond James & Associates, Inc.
Robert Lewis Senior V. P./Managing Director, PMA Securities LLC
Anjali Vij Partner, Chapman and Cutler LLP

2:30pm - 3:30pm | Breakout Sessions

Payroll Track: Payroll Communications - Staying Out of Trouble & Best Practices

Learn effective strategies for dealing with difficult questions from employees. Download the presentation HERE

Margaret Kyne
Finance Manager, Union Ridge SD 86
Christopher Wildman, CPA, CGMA
Asst. Supt./Finance, CSBO, Comm. Cons. Sch. Dist. 46

Non-Payroll Track: Best Practices for Audit Preparation

Learn effective strategies for communicating payroll successfully and develop best practices for your district. Download the presentation HERE

Nick Cavaliere
Partner, Baker Tilly Virchow Krause, LLP
Jim Palmer Comptroller, Twp. High Sch. Dist. 214

Non-Payroll Track: Protecting Your District from Cyber-Attack
School districts are a prime target for theft and cyber-attacks. As attacks become more common and sophisticated, it is essential to understand how they can occur and be prevented. Learn fraud prevention tools and cybersecurity/online best practices that will help you protect your district from financial loss. Download the presentation HERE

Aimee Briles
S.V.P./Government Funds, Wintrust Financial
Jessica Curran V.P./Government Banking, Fifth Third Bank
Maureen Jones Asst. Supt./Finance & Operations, CPA, Comm. Cons. Sch. Dist. 89